| Total AUM | $246.30B |
| Discretionary | $246.30B100% of AUM |
| Client Accounts | 134 |
| Avg Account Size | $1.84B |
| Employees | 156 |
| Peak AUM | $285.37BMar 2022 |
| AUM CAGR | +15.5% /yrover 25 yrs · 65 filings |
Total AUM
$246.3B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $246.3B | 3.1% | +3.2% | 1.1% | |
| Discretionary AUM | $246.3B | 3.1% | +3.2% | 1.1% | |
| Total Accounts | 134 | 2.2% | +0.5% | 1.1% | |
| Avg Account Size | $1.8B | 1.0% | +2.7% | 0.0% | |
| Employees | 156 | 2.5% | 3.7% | 2.8% | |
| AUM / Employee | $1.6B | 0.7% | +7.2% | +1.8% | |
Client AUM Segments | |||||
| Fund / Pooled AUM | $246.3B | 3.1% | +3.2% | 1.1% | |
Client Count Segments | |||||
| Pooled / Fund | 134 | 2.2% | +0.2% | 1.1% | |
| Total AUM | $246.30B |
| Discretionary | $246.30B |
| Employees | 156 |
| Client Accounts | 134 |
Address
1 CORPORATE WAY
LANSING MI 48951
Phone
517-381-5500
Filing History
65 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$246.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago